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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,960 | $48,364-15.3% | $71,796-42.9% | $62,881-34.9% |
| Participation rate | 20.5% | 60.6%-40.2pp | 69.1%-48.7pp | 69.3%-48.9pp |
| Annual return | 4.20% | 13.16%-9.0pp | 78.04%-73.8pp | 20.14%-15.9pp |
| Employer contribution / active EE | $264 | $1,042-74.7% | $1,924-86.3% | $2,281-88.4% |
| Participant deferral / active EE | $1,315 | $2,091-37.1% | $2,794-52.9% | $3,203-58.9% |
| Admin fee / account holder | $6,030 | $3,771+59.9% | $4,815+25.2% | $4,296+40.4% |